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Blunders to Avoid When Meeting with Prospects

Financial Advisor Meeting BlundersAdvisors should learn to avoid common pitfalls when meeting with prospective clients. When meeting with prospects, advisors can inadvertently appear to be impersonal and to not care about clients, reports Financial Planning.com.

To provide a personal touch, some advisors post customize signs in their offices that welcome prospects. Among other goals, advisors need to establish rapport with clients and assess if their skills and capabilities are appropriate for prospects during initial meetings.

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